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Create and manage custom views on timesheets

Custom views let you save your filters and display preferences on the Attendance Sheets page so you can quickly find the information you're interested in.

Written by Lucas Minarro-Rey

What is a custom view?

A view records:

  • The applied filters

  • The displayed columns

  • The order of the columns

  • The selected sort

Once saved, it appears as a tab on the Attendance Sheets page.

Default Views

Three views are available as soon as you log in for the first time: Past, Upcoming, and Archived.

These views are fixed: they cannot be renamed, deleted, or reordered. They serve as a stable starting point that you can always return to.

However, you can still apply filters, change the order and selection of columns, or sort the results. These adjustments are retained for the duration of your current session, but cannot be saved. They will be reset when you close your browser or log out.

To save your settings, create a custom view

Why use a custom view?

Custom views are especially useful if you work on a regular basis:

  • On the same courses or groups

  • Using the same time periods or date filters

  • With a specific selection and sorting of columns

Instead of reconfiguring your display every time you log in, save your preferences once and have them restored the next time you visit.

How do I create a view?

There are three ways to create a view.

1. Create a New View

From the Attendance Sheets page:

  1. Click the + button to the right of the tabs.

  2. Enter a name for your view.

  3. Choose a starting point:

    • A blank view

    • A default view

    • An existing view

  4. Click Create View.

  5. Set up your filters, columns, and sorting options.

  6. Save your changes.

2. Duplicate an Existing View

To start with a configuration that has already been defined:

  1. Open the view menu by clicking the three dots on the tab.

  2. Select Duplicate.

  3. Rename the copy.

  4. Click Create View.

  5. Adjust the filters, columns, or sort order as needed.

  6. Save your changes.

3. Save your changes as a new view

If you modify an existing view and want to keep the original version, you can save your changes to a new view instead of replacing the original view.

This option is useful for creating multiple variants from a single configuration.

How do I edit a view?

You can edit a view at any time to:

  • Rename the view

  • Edit filters

  • Show or hide columns

  • Reorder the columns

  • Change the sort order

Unsaved changes are retained during your session—to retrieve them the next time you log in, be sure to create a custom view and save your changes before closing your browser.

How do I filter worksheets that have been started or are upcoming?

Use the Session filter to display only:

  • Started sessions — all sessions whose start date has passed or are currently in progress,

  • Upcoming Sessions — all sessions with a start date in the future.

⚠️ This filter is disabled on the Past and Future views, which already apply this criterion by default.

How do I delete a view?

To delete a view:

  1. Click the three dots on the relevant tab.

  2. Select Delete.

  3. Confirm the deletion.

⚠️ Deletion is permanent. Only custom views can be deleted—the Past, Future, and Archive tabs are fixed.

Can we rearrange the tabs?

Yes. You can reorder your custom views to prioritize the ones you use most often. The " Past," " Future," and " Archive " tabs are fixed and cannot be moved.

Are these views shared?

Yes. Views are shared at the establishment level.

All users at your institution can:

  • View Saved Views

  • Edit them

  • Delete them

Changes made to a view are visible to all users at the institution.

Can we sort the results?

Yes. Click on a column name to sort the results. The default sort order is by Date (from newest to oldest).

Sort order: ascending → descending → return to the default sort by Date

Can we change the order of the columns?

Yes. Drag and drop a column to reposition it directly from the table or using the column editing panel, which you can access by clicking the ⚙️ icon.

Good to Know

  • You can create up to 5 custom views, in addition to the 3 default views.

  • The default views (Past, Upcoming, Archived) are fixed and cannot be modified or deleted.

  • The Calendar tab works independently of the views.

  • Saved views are retained between your sessions.

In summary

Custom views let you tailor the Timesheets page to fit your workflow.

By saving your filters, columns, and sort orders, you can access important information more quickly and share these settings with other users at your institution.

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